See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,340 | $107,791+94.2% | $90,645+130.9% | $135,375+54.6% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.0%+10.6pp | 82.6%+2.0pp |
| Annual return | -11.70% | -0.90%-10.8pp | 1.88%-13.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,778 | $3,018-7.9% | $2,532+9.7% | $4,779-41.9% |
| Participant deferral / active EE | $9,768 | $3,872+152.3% | $3,425+185.2% | $5,609+74.2% |
| Admin fee / account holder | $2,295 | $5,930-61.3% | $4,994-54.0% | $10,827-78.8% |